We offer more than a job, we offer a career!

• We support our employees to shape their career by encouraging continuing education and investing in training and development.

• We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.

• We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.

• We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.

• We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.

• We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Client Service Representative to join our Equine team in our Waterloo office!

As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company’s objectives and individual business plans.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your day as a client service representative

• Request and follow up with insurers and/or clients for outstanding information, endorsements or policy documentation.

• Prepare proposals for renewals and new business.

• Respond to telephone calls and written inquiries from clients and underwriters.

• Work with the Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals and new business where applicable.

• Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.

• Create abeyance and follow up for outstanding items from underwriters, markets and clients.

• Market own new business and renewals when necessary.

• Monitor and follow up on outstanding client’s receivables.

• Create and streamline processes.

• Responsible for monthly Bordeaux, where required

• Invoice and manage receivables.

• Other miscellaneous duties and special projects as required.

Our ideal candidate

• Minimum 3 years industry related experience

• Professional designation required (RIBO)

• Good knowledge of markets and their policy wordings

• Strong verbal and written communication skills

• Ability to work well independently, as part of a team

• Strong experience with Microsoft Office applications

• Good knowledge of EPIC is an asset

• Effective time management and organizational skills

• Customer focused and service oriented.

• High attention to detail.

Who we are.

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

More about us

Visit our website to learn more about us: bflcanada.ca/

BFL CANADA is an equal opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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